Haleon plc
HLN- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001900304
No open-market purchases or sales by Haleon plc insiders were filed in the last 90 days; 647 institutions reported holding it in 13F filings for Q2 2026, worth $5.52B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesHLNCF
13F holders, Q3 2025
Institutional positions in Haleon plc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 600
- −18 vs. Q2 2025
- Shares held
- 549.2M
- −26.9M (−4.7%) vs. Q2 2025
- Total value
- $4.93B
- −$1.05B (−17.5%) vs. Q2 2025
- New holders
- 69
- 160 more added
- Sold out
- 87
- 241 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 647 | $5.52B |
| Q1 2026 | 627 | $5.69B |
| Q4 2025 | 609 | $5.72B |
| Q3 2025 | 600 | $4.93B |
| Q2 2025 | 627 | $5.98B |
| Q1 2025 | 600 | $5.86B |
| Q4 2024 | 611 | $7.01B |
| Q3 2024 | 589 | $5.45B |
| Q2 2024 | 582 | $4.29B |
| Q1 2024 | 599 | $4.31B |
| Q4 2023 | 592 | $3.24B |
| Q3 2023 | 570 | $3.26B |
| Q2 2023 | 579 | $3.17B |
| Q1 2023 | 578 | $3.01B |
| Q4 2022 | 587 | $2.69B |
| Q3 2022 | 548 | $1.88B |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $27 | 0.00% | +3 | New |
| Leonteq Securities AG | 7 | $63 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 15 | $135 | 0.00% | +15 | New |
| Exchange Traded Concepts, LLC | 16 | $144 | 0.00% | −100−86.2% | Reduced |
| Anfield Capital Management, LLC | 20 | $179 | 0.00% | −113−85.0% | Reduced |
| Kilter Group LLC | 20 | $180 | 0.00% | −29−59.2% | Reduced |
| Palisade Asset Management, LLC | 21 | $189 | 0.00% | +21 | New |
| Bear Mountain Capital, Inc. | 21 | $196 | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 25 | $224 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $233 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $269 | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $278 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $360 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 46 | $413 | 0.00% | −39−45.9% | Reduced |
| Prudent Man Investment Management, Inc. | 50 | $477 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 56 | $503 | 0.00% | +56 | New |
| HHM Wealth Advisors, LLC | 59 | $530 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $628 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 71 | $637 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 74 | $664 | 0.00% | +74 | New |
| IMA Wealth, Inc. | 78 | $700 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $897 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $906 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 102 | $915 | 0.00% | +102 | New |
| Medallion Wealth Advisors, LLC | 110 | $987 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $1.00K | 0.00% | +110 | New |
| Nalls Sherbakoff Group, LLC | 113 | $1.01K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 123 | $1.10K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 123 | $1.10K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 125 | $1.12K | 0.00% | +125 | New |
| Center for Financial Planning, Inc. | 125 | $1.12K | 0.00% | −607−82.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 126 | $1.13K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 128 | $1.15K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $1.26K | 0.00% | −202−59.1% | Reduced |
| Pacific Center for Financial Services | 144 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $1.35K | 0.00% | −500−76.9% | Reduced |
| Bank & Trust Co | 163 | $1.46K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 172 | $1.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 174 | $1.56K | 0.00% | +39+28.9% | Added |
| Pacifica Partners Inc. | 175 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 189 | $1.70K | 0.00% | −82−30.3% | Reduced |
| Chesapeake Asset Management LLC | 190 | $1.70K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $1.79K | 0.00% | +200 | New |
| Principia Wealth Advisory, LLC | 204 | $1.83K | 0.00% | +126+161.5% | Added |
| YANKCOM Partnership | 210 | $1.88K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 211 | $1.89K | 0.00% | −60−22.1% | Reduced |
| Stephens Consulting, LLC | 215 | $1.93K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 221 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 249 | $2.00K | 0.00% | +1+0.4% | Added |
| Union Bancaire Privee, UBP SA | 229 | $2.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 231 | $2.07K | 0.00% | +106+84.8% | Added |
| Abound Wealth Management | 268 | $2.40K | 0.00% | +242+930.8% | Added |
| Bullock Wealth Management Group | 283 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 263 | $2.55K | 0.00% | +263 | New |
| Truvestments Capital LLC | 291 | $2.61K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $2.69K | 0.00% | −125−29.4% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 309 | $2.77K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 318 | $2.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 320 | $2.87K | 0.00% | −200−38.5% | Reduced |
| Rossby Financial, LCC | 319 | $2.87K | 0.00% | +319 | New |
| Beaird Harris Wealth Management, LLC | 321 | $2.88K | 0.00% | +39+13.8% | Added |
| Grey Fox Wealth Advisors, LLC | 333 | $2.99K | 0.00% | +333 | New |
| HighMark Wealth Management LLC | 341 | $3.06K | 0.00% | +1+0.3% | Added |
| Webster Bank, N. A. | 348 | $3.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 356 | $3.19K | 0.00% | −40−10.1% | Reduced |
| Millstone Evans Group, LLC | 361 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 368 | $3.30K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 372 | $3.34K | 0.00% | +372 | New |
| Plante Moran Financial Advisors, LLC | 373 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 375 | $3.36K | 0.00% | −130−25.7% | Reduced |
| GHP Investment Advisors, Inc. | 375 | $3.36K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.36K | 0.00% | −3,514−90.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 393 | $3.52K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 395 | $3.54K | 0.00% | +395 | New |
| Group One Trading, L.P. | 400 | $3.59K | 0.00% | −100−20.0% | Reduced |
| Anchor Investment Management, LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Motco | 408 | $3.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 415 | $3.72K | 0.00% | −377−47.6% | Reduced |
| Financial Consulate, Inc | 445 | $3.99K | 0.00% | +445 | New |
| Valley National Advisers Inc | 527 | $4.00K | 0.00% | −470−47.1% | Reduced |
| Farmers & Merchants Investments Inc | 458 | $4.11K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.31K | 0.00% | 00.0% | Unchanged |